PMFA

Plante Moran Financial Advisors Portfolio holdings

AUM $1.59B
1-Year Est. Return 15.58%
This Quarter Est. Return
1 Year Est. Return
+15.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$69.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$39.6M
2
+$21.5M
3
+$1.26M
4
V icon
Visa
V
+$768K
5
META icon
Meta Platforms (Facebook)
META
+$562K

Top Sells

1
+$9.16M
2
+$2.85M
3
+$2.21M
4
AVGO icon
Broadcom
AVGO
+$434K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$426K

Sector Composition

1 Technology 4.76%
2 Financials 2.04%
3 Healthcare 1.88%
4 Consumer Staples 1.67%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10.8K ﹤0.01%
82
577
$10.4K ﹤0.01%
27
578
$10.4K ﹤0.01%
1,135
579
$10.4K ﹤0.01%
150
580
$10.2K ﹤0.01%
200
581
$10K ﹤0.01%
46
582
$10K ﹤0.01%
126
583
$9.58K ﹤0.01%
90
-30
584
$9.55K ﹤0.01%
+557
585
$9.47K ﹤0.01%
1,000
586
$9.04K ﹤0.01%
11
-1
587
$9K ﹤0.01%
65
588
$8.93K ﹤0.01%
+6
589
$8.85K ﹤0.01%
15
-2
590
$8.71K ﹤0.01%
172
591
$8.71K ﹤0.01%
+107
592
$8.7K ﹤0.01%
134
593
$8.54K ﹤0.01%
93
-837
594
$8.54K ﹤0.01%
142
595
$8.52K ﹤0.01%
324
-21
596
$8.44K ﹤0.01%
139
597
$8.32K ﹤0.01%
2,000
-400
598
$8.28K ﹤0.01%
100
599
$8.05K ﹤0.01%
289
600
$7.93K ﹤0.01%
60
-30
22 23
24
25 26